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Find FCA registered Financial Advisers Near Me in KT11 2

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We have found 2067 relevant financial adviser firms within 30 miles of KT11 2. Showing page 1 of 138.

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  2. 🏢

    Balance Financial Planning

    FCA reg no.
    1005927
    FCA authorised date:
    12/12/23
    HOW WE HELP At Balance Financial Planning we know building wealth is a gradual process, so it’s even more important you make well-informed decisions on how to keep it working for your future. Understanding your financial options can be challenging and sometimes overwhelming.  Whatever your goa... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £50,000
    4. 🪧3 Miles
    5. 📍Claygate
  3. 🏢

    Ewart & Bridgeman Advisers

    FCA reg no.
    439695
    FCA authorised date:
    20/09/05
    Ewart & Bridgeman Advisers is a successful and long-established Senior Partner Practice of St. James's Place. We serve the financial needs of individuals, attorneys, trustees, business owners and families throughout the UK. Peter Ewart was invited to join St. James's Place (formerly J. Rothschi... read full company profile
    1. ✔3 Financial Advisers
    2. ✔Min Pension Savings: £100,000
    3. ✔Min Assets: £200,000
    4. 🪧14.8 Miles
    5. 📍London
  4. 🏢

    Robertson’s Wealth Management LTD

    FCA reg no.
    1043793
    FCA authorised date:
    13/11/25
    1. ✔1 Financial Adviser
    2. 🪧16.8 Miles
    3. 📍London
  5. 🏢

    Westminster Wealth Management LLP

    FCA reg no.
    490519
    FCA authorised date:
    12/12/08
    Westminster Wealth Management brings together a wealth of experience from across the financial services sector. As a fully independent financial advisory practice, we pride ourselves on offering exceedingly high levels of personal service. This has resulted in long-term relationships with our cl... read full company profile
    1. ✔50 Financial Advisers
    2. ✔5 Mortgage Brokers
    3. ✔Min Pension Savings: £200,000
    4. ✔Min Assets: £200,000
    5. 🪧17.3 Miles
    6. 📍 London
  6. 🏢

    Avanti Financial Planning

    FCA reg no.
    1026303
    FCA authorised date:
    28/02/25
    Avanti Financial Planning are independent financial advisers, and our mission is to help you improve your finances and make your aims and aspirations a reality. We deliver a service built around the values, experience and knowledge our leadership team has acquired over the last 70 years. What do... read full company profile
    1. ✔2 Financial Advisers
    2. ✔Min Pension Savings: £150,000
    3. ✔Min Assets: £250,000
    4. 🪧22.2 Miles
    5. 📍Billingshurst
  7. 🏢

    Shinfield Financial Planning

    FCA reg no.
    1024843
    FCA authorised date:
    05/02/25
    Thanks for looking at my profile. With my many years of experience (30 years +), I help my clients achieve financial independence, through efficient tax mitigation, wealth creation/preservation and retirement planning solutions. I work through the Quilter Network as an appointed representative ... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £300,000
    3. ✔Min Assets: £300,000
    4. 🪧24.4 Miles
    5. 📍London
  8. 👤

    Rob Spendley

    Robertsons & Crawford Ltd
    FCA reg no.
    RSS01129
    FCA authorised date:
    03/05/17
    DipPFS Cert Financial Planning (SA) Cert CII(MP & ER) Certificate in Equity Release Director and Independent Financial Advisor Member of the Personal Finance Society & the Society of Mortgage Professionals
    1. ✔Min Pension Savings: £150,000
    2. ✔Min Assets: £500,000
    3. 🪧26.3 Miles
    4. 📍Reading
  9. 🏢

    Robertsons & Crawford LTD

    FCA reg no.
    771963
    FCA authorised date:
    03/05/17
    We are a small Directly Authorised firm of Independent Financial Advisers specialising in providing Pensions & Investment Advice.
    1. ✔2 Financial Advisers
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £50,000
    4. 🪧26.3 Miles
    5. 📍Reading
  10. 🏢

    Simple Wealth Solutions

    FCA reg no.
    949781
    FCA authorised date:
    26/04/21
    I started work in the Finance industry over 30 years ago. Working in London for the largest Friendly Society in the World; Liverpool Victoria. I am the youngest of six siblings, married with three children of my own; so fully understand the importance of saving for the future and protecting your we... read full company profile
    1. ✔1 Financial Adviser
    2. 🪧37 Miles
    3. 📍Thatcham
  11. 👤

    David Robertson

    Robertson’s Wealth Management Ltd
    FCA reg no.
    DPR01100
    FCA authorised date:
    13/11/25
    1. ✔Min Pension Savings: £100,000
    2. ✔Min Assets: £100,000
    3. 🪧40 Miles
    4. 📍London
  12. 🏢

    James Orbell

    FCA reg no.
    1037053
    FCA authorised date:
    05/07/25
    James Orbell is a dynamic financial firm in Cobham, Surrey, regulated by the FCA. They specialise in life investments, pension advice, final salary pension transfers, and holistic financial planning.
    1. ✔1 Financial Adviser
    2. 🪧0.2 Miles
    3. 📍Cobham
  13. 🏢

    Wentworth Wealth Management LLP

    FCA reg no.
    605964
    FCA authorised date:
    15/08/13
    Wentworth Wealth Management LLP, based in Cobham, Surrey, offers comprehensive financial services, specializing in life investments and pension planning. Known for personalised solutions and fostering long-term client relationships, it is regulated by the Financial Conduct Authority.
    1. ✔1 Financial Adviser
    2. 🪧0.4 Miles
    3. 📍Cobham
  14. 🏢

    Lockhart Capital Management LLP

    FCA reg no.
    781292
    FCA authorised date:
    08/06/17
    Lockhart Capital Management LLP is a Surrey-based, FCA-regulated financial services provider specializing in life investments, pensions, and comprehensive financial planning, focusing on meeting individual client needs with their personal approach.
    1. ✔9 Financial Advisers
    2. 🪧0.9 Miles
    3. 📍Cobham
  15. 🏢

    Roxborough Wealth Management Limited

    FCA reg no.
    457305
    FCA authorised date:
    22/12/06
    Roxborough Wealth Management Limited is an FCA-regulated firm providing comprehensive financial planning services across life, investments, and pensions retirement advice, dedicated to serving local and wider communities.
    1. ✔3 Financial Advisers
    2. ✔1 Mortgage Broker
    3. 🪧1 Miles
    4. 📍Cobham
  16. 🏢

    Dominic Marcus Financial Consulting Limited

    FCA reg no.
    761112
    FCA authorised date:
    13/10/16
    Dominic Marcus Financial Consulting Limited, based in Surrey, offers personalized, regulated financial advice, including investment, pensions, insurance services, and comprehensive financial planning to clients in Cobham and surrounding regions.
    1. ✔1 Financial Adviser
    2. 🪧1.4 Miles
    3. 📍Cobham
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